Arvin Capital Management LP Purchases 37,432 Shares of Equifax, Inc. $EFX

Arvin Capital Management LP lifted its position in Equifax, Inc. (NYSE:EFX) by 103.7% during the 4th quarter, HoldingsChannel reports. The firm owned 73,532 shares of the credit services provider’s stock after acquiring an additional 37,432 shares during the quarter. Equifax accounts for about 3.0% of Arvin Capital Management LP’s investment portfolio, making the stock its 13th largest holding. Arvin Capital Management LP’s holdings in Equifax were worth $15,955,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Brown Advisory Inc. increased its stake in Equifax by 57.2% during the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock worth $609,693,000 after acquiring an additional 1,022,819 shares during the last quarter. Aigen Investment Management LP increased its stake in Equifax by 99.2% during the fourth quarter. Aigen Investment Management LP now owns 5,906 shares of the credit services provider’s stock worth $1,281,000 after acquiring an additional 2,941 shares during the last quarter. Altrafin AG bought a new stake in Equifax during the fourth quarter worth approximately $3,460,000. Fairbanks Capital Management Inc. increased its stake in Equifax by 43.8% during the fourth quarter. Fairbanks Capital Management Inc. now owns 18,600 shares of the credit services provider’s stock worth $4,036,000 after acquiring an additional 5,664 shares during the last quarter. Finally, Parkside Financial Bank & Trust increased its stake in Equifax by 3.2% during the fourth quarter. Parkside Financial Bank & Trust now owns 2,043 shares of the credit services provider’s stock worth $443,000 after acquiring an additional 63 shares during the last quarter. 96.20% of the stock is owned by institutional investors.

Insider Activity at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. This represents a 12.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the sale, the executive vice president owned 29,518 shares in the company, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Mizuho assumed coverage on Equifax in a research note on Thursday, April 16th. They set an “outperform” rating and a $222.00 price objective on the stock. Needham & Company LLC reissued a “buy” rating and set a $265.00 price objective on shares of Equifax in a research note on Wednesday, April 22nd. Citigroup reduced their price objective on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Jefferies Financial Group reduced their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a research note on Friday, April 17th. Finally, Argus raised Equifax to a “hold” rating in a research note on Monday, March 2nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Equifax currently has an average rating of “Moderate Buy” and a consensus target price of $226.67.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Zacks highlighted EFX as a strong momentum stock, suggesting the shares still screen well on style and trend factors that can support investor interest. Here’s Why Equifax (EFX) is a Strong Momentum Stock
• Positive Sentiment: Equifax Canada announced Credit Lock for Ontario consumers, a product tied to identity-theft prevention that could help reinforce its consumer credit-protection franchise. Equifax® Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud
• Positive Sentiment: Recent commentary also noted sustained revenue growth, product innovation, and a diversified client base, which supports the longer-term fundamental case for EFX. Sustained Revenue Growth Aids Equifax Amid Low Liquidity

Equifax Trading Up 2.5%

Shares of NYSE EFX opened at $163.56 on Friday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The business’s 50 day moving average price is $173.15 and its 200-day moving average price is $193.17. Equifax, Inc. has a fifty-two week low of $153.91 and a fifty-two week high of $275.91. The company has a market cap of $19.48 billion, a price-to-earnings ratio of 28.80, a PEG ratio of 1.21 and a beta of 1.32.

Equifax (NYSE:EFX) last issued its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the prior year, the business posted $1.53 earnings per share. The company’s revenue for the quarter was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, sell-side analysts expect that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be issued a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, May 22nd. Equifax’s dividend payout ratio is presently 39.44%.

Equifax Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.